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McClarren Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

McClarren Financial Advisors’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$539K Buy
3,132
+17
+0.5% +$2.9K 0.27% 50
2026
Q2 		$468K Sell
3,115
-80
-3% -$13K 0.24% 53
2026
Q1 		$553K Buy
3,195
+2,067
+183% +$313K 0.33% 49
2025
Q4 		$212K Sell
1,128
-421
-27% -$52.9K 0.13% 74
2025
Q3 		$210K Buy
+1,549
New +$191K 0.13% 72
2025
Q2 		– Sell
-1,534
Closed -$213K – 288
2025
Q1 		$213K Sell
1,534
-102
-6% -$12.9K 0.14% 69
2024
Q4 		$198K Buy
1,636
+136
+9% +$17.3K 0.56% 32
2024
Q3 		$353K Buy
1,500
+480
+47% +$60K 0.04% 58
2024
Q2 		$204K Sell
1,020
-584
-36% -$76K 0.14% 70
2024
Q1 		$212K Buy
1,604
+11
+0.7% +$1.32K 0.15% 68
2023
Q4 		$187K Buy
1,593
+26
+2% +$3.12K 0.14% 71
2023
Q3 		$197K Buy
1,567
+13
+0.8% +$1.59K 0.17% 65
2023
Q2 		$175K Buy
1,554
+2
+0.1% +$225 0.14% 73
2023
Q1 		$173K Buy
1,552
+12
+0.8% +$1.42K 0.16% 73
2022
Q4 		$186K Buy
1,540
+442
+40% +$53.8K 0.18% 68
2022
Q3 		$111K Buy
+1,098
New +$117K 0.11% 87

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UFA
Uptown Financial Advisors Dallas, Texas $140M AUM 12.95% 1-Year Est. Return

McClarren Financial Advisors's VDE Position: Q3 2026 in Review

McClarren Financial Advisors increased its Vanguard Energy ETF (VDE) stake by 0.55% in Q3 2026, buying an estimated $2.9K and bringing the position to 3,132 shares worth $539K. The position accounts for 0.27% of the portfolio, ranked #50.

McClarren Financial Advisors first reported a position in VDE in Q3 2022 and has held it in 16 quarters since. The position peaked at $553K in Q1 2026. 111 funds tracked by Wall St. Rank hold VDE as of Q3 2026.

  • McClarren Financial Advisors held 3,132 shares of Vanguard Energy ETF worth $539K as of Q3 2026.
  • McClarren Financial Advisors bought 17 Vanguard Energy ETF shares in Q3 2026, an estimated $2.9K.
  • Vanguard Energy ETF made up 0.27% of McClarren Financial Advisors's portfolio in Q3 2026, its #50 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Energy ETF in Q3 2022 and has held it in 16 quarters since.
  • McClarren Financial Advisors's Vanguard Energy ETF position peaked at $553K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2026.

Based on McClarren Financial Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.